THE

$ELL MY BUSINESS

PODCAST

Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don't

"We are now back to the go-go days of M&A" - Peter Kubasek

"Tax changes coupled with desire to personally de-risk is driving an active market" - Josh Curtis 

"The best thing you can do to avoid deal fatigue is preparation" - Michael Butler 

Peter Kubasek is founder and managing partner of ArkMalibu. Peter has been closely involved in more than 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales, representing billions in transactional value. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions, and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures, and financing options in a variety of areas, including 3D printing, technology, services firms, communications, manufacturing, consumer packaged goods, and distribution.

Josh Curtis is managing director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions, and liquidity events, including sell-side and buy-side transaction engagements. As well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. Mr. Curtis began his career at Fifth Third Bank, where he held several positions in commercial lending, including relationship manager. In this role, Mr. Curtis served companies with sales ranging from $5 to $500 million in central Ohio.

Michael Butler is a senior director at Footprint Capital. Michael is responsible for leading the sell-side and buy-side engagements with business owners. In addition, Michael cultivates relationships with clients, prospects, centers of influence private equity firms, and family offices. Michael's previous roles include auditor and consultant with a big four accounting firm, corporate executive with an insurance and financial service group, president of a securities broker and dealer, venture capital partner, business owner, angel investor, and board member.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event.

SHOW NOTES

  • Why M&A activity is back to pre-pandemic levels and will likely be one of the best years ever
  • The importance of preparing before your liquidity event with a resource like the Deep Wealth Experience
  • Why you must find an investment banker who goes beyond the normal process and helps you prepare
  • The importance of developing "green shoots" and focusing on key areas in your business
  • Understand that a liquidity event takes time, even with the best investment banker
  • Why investors are ready to get "back to business"
  • The importance of giving investors a reason of why your business is back to normal
  • How you can leverage EBITDA-C
  • Understanding why investors look at EBITDA-C and what you can do to support your thesis
  • Why investors are hungry for transactions
  • How to be the world's best client for an investment banker
  • Why your attitude is as important as your financial statements
  • How being willing to take advice and respond fast is essential for success
  • Why "deal fatigue" is real and what you can do about it
  • The importance of trust with your liquidity event advisors
  • Why you must remove the notion that you can have a liquidity event without an investment banker
  • The kinds of preparation you can do before you start your liquidity event
  • Why you must understand the difference between a specialist and a generalist
  • How an advocate investment banker is better for you than an intermediary
  • Josh shares a story from the trenches of a specialist versus generalist approach
  • Why an unsolicited offer will not be your best deal
  • Why chemistry with your investment banker is essential for success
  • Why you must be wary of the "bait-and-switch" technique some investment bankers use
  • How over-compensating your investment banker for exceeding enterprise value can get the best deal
  • Why rolling over equity is a powerful strategy to consider when crafting your deal
  • How you get what you pay for when negotiating with investment bankers and what you can do about it
  • Why an investment banker can align your interests with buyers to achieve the best deal
  • How deals work when based on revenue versus EBITA
  • Josh, Peter, and Michael share how they stay on top of their game and what you can do for yourself
  • The power of gratitude and how it can transform your life
  • Josh's prediction around capital gains taxes in the coming year
  • Peter's prediction on this year setting an all-time record for transactions completed
  • Michael's predictions on public equities taking a back seat to middle-market businesses

This podcast is brought to you by Deep Wealth. 

When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself. 

Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X. 

Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  

Click here to book your free exploratory call.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

The book Peter Kubasek co-authored "Sell Well"

Peter Kubasek on LinkedIn

ArkMalibu website

Episode 25 of The Sell My Business Podcast with Peter Kubasek

Footprint Capital website

Josh Curtis on LinkedIn

Michael Butler on LinkedIn

Episode 35 of The Sell My Business Podcast with Josh Curtis and Michael Butler

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company 10X.

During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value.

After our 9-figure liquidity event, we committed ourselves to helping business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your buisness.

Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free exploratory call.


This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer and "yes" to a 9-figure offer two years later.  In the process we increased the value of our company 10X.

During our liquidity event journey, we created a 9-step preparation process. It's the quality and depth of your preparation that increases your business value.

After our 9-figure exit we committed ourselves to leveling the playing field. The Deep Wealth Experience helps you create a launch plan in 90-days. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

More Episodes (From Newest To Oldest)

The list below has the most recent episodes of The Sell My Business Podcast. Click on any title to find the show notes, transcripts, and additional resources.
Deep Wealth
COVID-19
EBITDA
due diligence
Exit Planning
Exit Strategy
Buyers
Liquidity Event
M&A
Mergers And Acquisitions
Preparation
Preparedness
Growth
Success
Sell My Business